PEIRX Mutual Fund

PEIRX Mutual Fund

NAV$9.61
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Returns Overview

1 Month
-4.03%
3 Months
-4.80%
6 Months
-2.46%
YTD
+6.12%
1 Year
+8.25%
3 Years (annualized)
+16.94%
5 Years (annualized)
+3.82%
10 Years (annualized)
+9.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEIRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+6.12%
Peer Avg (YTD)
+8.05%
vs Peers
-1.93%

PEIRX Mutual Fund Performance

PEIRX performance across multiple time periods: 1-month -4.03%, YTD 6.12%, 1-year 8.25%, 3-year 16.94%, 5-year 3.82%, 10-year 9.35%.

PEIRX returns trail the peer average of 8.05% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

PEIRX vs another fund shows side-by-side returns. PEIRX alternatives are available in the Mutual Fund Screener.